See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,561 | $127,065-90.1% | $113,168-88.9% | $142,382-91.2% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 22.06% | 24.03%-2.0pp | 24.27%-2.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,544 | $3,442-55.1% | $2,975-48.1% | $4,299-64.1% |
| Participant deferral / active EE | $1,869 | $5,716-67.3% | $5,107-63.4% | $6,507-71.3% |
| Admin fee / account holder | $954 | $15,736-93.9% | $12,068-92.1% | $12,624-92.4% |